+469.4%
ASX vs JD
-58.0%
+527.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -2.5% | +11.1% | +9.1% |
| 7D | -12.3% | +7.9% | -20.2% | -13.9% |
| 30D | -26.0% | +4.8% | -30.8% | -27.0% |
| 3M | -8.1% | -13.9% | +5.8% | -5.6% |
| 6M | +1.4% | -5.8% | +7.2% | +1.6% |
| YTD | +115.6% | +2.4% | +113.2% | +111.4% |
| 1Y | +128.0% | -7.5% | +135.6% | +128.9% |
| 3Y | +371.4% | +20.9% | +350.5% | +327.6% |
| 5Y | +469.4% | -58.0% | +527.4% | +523.0% |
| All | +469.4% | -58.0% | +527.4% | +523.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded JD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling